Japan Pharma: Core Coverage Investment Thesis and Valuations (II/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
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Japan Pharma: Core Coverage Investment Thesis and Valuations (I/III)
Takeda Pharmaceutical (4502 JP), Astellas Pharma (4503 JP), Daiichi Sankyo (4568 JP), Eisai Co Ltd (4523 JP), Otsuka Holdings (4578 JP), Chugai...
286 Views
Japan & Korea @Smartkarma: Sharp, Activist in Korea, Alpine AGM & Zozo
Sharp offering update: C pref conversion going through Mio Kato, CFA provides an update on the Sharp offering. Sharp Corp (6753 JP) cancelled its...
198 Views
Current Market Price Discounts Favourable Outcome from Latuda’s Upcoming Binary Event
We reiterate our “Underweight” rating on the stock after reviewing our model post FY17 (YE Mar-18) earningsNeither through recent launches, nor...
533 Views
Japan Pharmaceuticals: The Week that Was…
Nippon Shinyaku Co Ltd (4516 JP) @ ¥ 8,480 (up ~18% week-to-date) vs. our TP ¥ 8,600. We recommend booking profit at current levels. Takeda...
108 Views